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Tristan Sampedro
Operations Service Group Associate @Fidelity Investments
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WORK HISTORY
Operations Service Group Associate @Fidelity Investments
Jersey City, NJ, US
Purchase and Sales, Equities- Cross-train across multiple operational desks to expand knowledge of workflows, develop adaptability, and provide coverage across key business functions- Process and reconcile client transactions across brokerage platforms, ensuring accuracy, timeliness, and compliance with SEC/FINRA regulations- Analyze and resolve operational exceptions, suspense breaks, and failed trades through investigation and direct coordination with custodians, clearing firms, and internal teams to maintain data integrity and operational efficiency- Lead process improvement to streamline team operational workflows, reduce processing time, and enhance accuracy through automation and standardized procedures across multiple desk functions- Prepare and submit daily reports documenting trade settlements, exception items, and operational metrics to management and compliance teams, ensuring accurate record-keeping and regulatory reporting requirements
EDUCATION
The George Washington University School of Business
Business
Esade
Study Abroad Program in Barcelona, Spain, Business Administration and Management, General
University of Richmond - Robins School of Business
Bachelor of Business Administration - BBA, Finance, General
ABOUT TRISTAN SAMPEDRO
Tristan is an Associate on the Asset Backed Finance (ABF) Team within Private Capital…
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